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Product: SurePrep

Transfer ownership

Follow these steps to transfer the ownership of a binder to another user.

To transfer the ownership of a binder to another user, locate the binder.

Go to the OPTIONS
column, then select the Picklist
icon

for that binder.

Select the Picklist icon

Select Transfer
from the dropdown menu.

Select Transfer

In the

Transfer

window, select the Owner
menu, then select the person to whom you want to transfer the binder.

Select an Owner

Select Custom Status
, then the status you want to set.

Select a Custom Status

If you want to send an email notification to the new owner, mark Send E-mail Notification to the New Owner
.

Select the "Send E-mail Notification to the New Owner" checkbox

Select Save
.

Select Save

The binder will now transfer, and you'll see the selections you chose in the Status
and Owner
columns.

STATUS and OWNER column

note

You can change the ownership of the binder only if the binder is not in the export process and if the review wizard for that binder isn't open.

You can also transfer ownership of a binder from SPbinder. Select Edit
, then Transfer Ownership / Update Status
. You can also select the icon on the SPbinder toolbar.

View details on Transfer Ownership from SPbinder.

Select Transfer Ownership/Update Status

note

Changing owner or assigning members will sync with TaxCaddy Client Profile and FileRoom binder.

Related Content

Manage binders from FileRoom
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Transfer ownership

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